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PPD, Inc.

PPDDelisted Dec 8, 2021
Industry
Services-Commercial Physical & Biological Research
SEC CIK
0001793294

PPD, Inc. was delisted on Dec 8, 2021; its insiders filed their last Form 4 on Dec 9, 2021; 243 institutions reported holding it in 13F filings for Q3 2021, worth $15.3B in total; superinvestors Soros Fund Management and Fairfax Financial held it.

13F holders, Q2 2021

Institutional positions in PPD, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
248
+30 vs. Q1 2021
Shares held
325.3M
+18.9M (+6.2%) vs. Q1 2021
Total value
$15.0B
+$3.40B (+29.3%) vs. Q1 2021
New holders
89
72 more added
Sold out
59
62 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PPD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 248 institutions
Q1 2021: 219 institutionsQ2 2021: 248 institutionsQ3 2021: 243 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2021: $15.0B
Q1 2021: $11.6BQ2 2021: $15.0BQ3 2021: $15.3BQ4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PPD and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 2021243$15.3B
Q2 2021248$15.0B
Q1 2021219$11.6B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding PPD, Inc.; share changes are against Q1 2021.

Institutions holding PPD in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
H&F Corporate Investors VII, Ltd.77,118,535$3.55B100.00%00.0%Unchanged
Carlyle Group Inc.55,722,733$2.57B17.38%00.0%Unchanged
H&F Corporate Investors VIII, Ltd.55,722,731$2.57B55.59%00.0%Unchanged
UBS Oconnor LLC14,271,048$657.8M5.88%+14,271,048New
Pentwater Capital Management LP12,220,000$563.2M5.78%+12,120,000+12,120.0%Added
Vanguard Group Inc10,668,217$491.7M0.01%−308,723−2.8%Reduced
BlackRock Inc.8,297,301$382.4M0.01%−5,893,374−41.5%Reduced
Price T Rowe Associates Inc6,239,515$287.6M0.03%−7,861,274−55.8%Reduced
Millennium Management LLC4,963,431$228.8M0.29%+4,948,316+32,737.8%Added
Goldman Sachs Group Inc4,918,212$226.7M0.06%+4,324,459+728.3%Added
FIL Ltd4,005,500$184.6M0.20%+4,005,500New
Alpine Associates Management Inc.3,521,100$162.3M4.45%+3,521,100New
Magnetar Financial LLC3,273,079$150.9M1.53%+2,974,077+994.7%Added
Westchester Capital Management, LLC3,052,697$140.7M3.58%+3,052,697New
State Street Corp2,780,618$128.2M0.01%+147,662+5.6%Added
Tudor Investment Corp Et Al2,502,132$115.3M2.35%+2,502,132New
Bank of Nova Scotia2,447,600$112.8M0.21%+2,447,600New
Norges Bank2,105,470$97.0M0.02%+857,055+68.7%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management2,089,105$96.3M1.74%+2,089,105New
Versor Investments LP1,973,937$91.0M3.20%+1,968,437+35,789.8%Added
Natixis1,927,014$88.8M0.39%+1,862,306+2,878.0%Added
Ci Investments Inc.1,860,025$85.7M0.31%+10,943+0.6%Added
Geode Capital Management, LLC1,733,971$79.8M0.01%+30,499+1.8%Added
Water Island Capital LLC1,693,500$78.1M4.13%+1,693,500New
Carlson Capital L P1,471,022$67.8M3.27%+1,471,022New
Grantham, Mayo, Van Otterloo & Co. LLC1,459,846$67.3M0.34%+1,459,846New
Arrowstreet Capital, Limited Partnership1,284,025$59.2M0.07%+886,337+222.9%Added
Morgan Stanley1,079,031$49.7M0.01%+176,990+19.6%Added
First Trust Advisors LP1,074,709$49.5M0.05%+538,105+100.3%Added
Hudson Bay Capital Management LP1,047,685$48.3M0.61%+1,047,685New
Renaissance Technologies LLC993,100$45.8M0.06%+993,100New
Citigroup Inc967,529$44.6M0.04%+850,570+727.2%Added
Two Sigma Advisers, LP894,800$41.2M0.11%+706,800+376.0%Added
Nuveen Asset Management, LLC883,465$40.7M0.01%+57,184+6.9%Added
FPR Partners LLC859,273$39.6M1.02%−5,411,620−86.3%Reduced
Northern Trust Corp805,006$37.1M0.01%−71,743−8.2%Reduced
Picton Mahoney Asset Management800,000$36.9M1.33%+800,000New
Melqart Asset Management (UK) Ltd777,800$35.8M1.61%+777,800New
Deutsche Bank AG772,184$35.6M0.02%+105,157+15.8%Added
JPMorgan Chase & Co744,805$34.3M0.00%+712,713+2,220.8%Added
CNH Partners LLC730,272$33.7M0.95%+730,272New
Man Group plc702,768$32.4M0.11%+592,493+537.3%Added
Rock Springs Capital Management LP675,000$31.1M0.62%00.0%Unchanged
Bank of America Corp658,282$30.3M0.00%+251,009+61.6%Added
Healthcare of Ontario Pension Plan Trust Fund640,737$29.5M0.07%+640,737New
Samson Rock Capital LLP625,088$28.8M5.68%+625,088New
Alliancebernstein L.P.599,359$27.6M0.01%+498,824+496.2%Added
Bank of New York Mellon Corp564,912$26.0M0.01%−73,166−11.5%Reduced
IndexIQ Advisors LLC559,600$25.8M0.87%+559,600New
UBS Group AG542,829$25.0M0.01%+354,087+187.6%Added
Boston Partners529,063$24.4M0.03%−2,907,239−84.6%Reduced
SG Americas Securities, LLC504,578$23.3M0.12%+476,563+1,701.1%Added
Swiss National Bank500,626$23.1M0.01%+31,226+6.7%Added
Allianz Asset Management GmbH479,425$22.1M0.02%+440,135+1,120.2%Added
Redmile Group, LLC466,471$21.5M0.32%−354,621−43.2%Reduced
Invesco Ltd.426,848$19.7M0.00%−362,041−45.9%Reduced
Legal & General Group Plc419,150$19.3M0.01%+82,210+24.4%Added
State of Wisconsin Investment Board410,155$18.9M0.04%+120,479+41.6%Added
Candriam Luxembourg S.C.A.396,971$18.3M0.13%+396,971New
UBS Asset Management Americas Inc392,723$18.1M0.01%−5,625,201−93.5%Reduced
HSBC Holdings PLC387,841$17.9M0.02%+78,779+25.5%Added
Wellington Management Group LLP386,331$17.8M0.00%−12,754,296−97.1%Reduced
California Public Employees Retirement System362,554$16.7M0.01%−16,265−4.3%Reduced
Charles Schwab Investment Management Inc346,896$16.0M0.01%+39,993+13.0%Added
Sumitomo Mitsui Trust Holdings, Inc.339,418$15.6M0.01%−25,559−7.0%Reduced
Marshall Wace, LLP338,478$15.6M0.08%+121,878+56.3%Added
Capitolis Advisors LLC321,766$14.8M0.17%+321,766New
Gabelli & Co Investment Advisers, Inc.316,053$14.6M1.68%+316,053New
Capstone Investment Advisors, LLC303,611$14.0M0.33%+303,611New
MUFG Securities EMEA plc300,000$13.8M0.15%+240,000+400.0%Added
California State Teachers Retirement System296,098$13.6M0.02%−15,415−4.9%Reduced
Credit Suisse AG295,418$13.6M0.01%+203,392+221.0%Added
Neuberger Berman Group LLC296,573$13.6M0.01%−792,569−72.8%Reduced
CQS (US), LLC276,280$12.7M0.78%+276,280New
Weiss Multi-Strategy Advisers LLC270,009$12.4M0.28%+205,009+315.4%Added
LMR Partners LLP260,000$12.0M0.18%+260,000New
Royal Bank of Canada258,082$11.9M0.00%+236,745+1,109.6%Added
Ergoteles LLC226,896$10.5M0.24%+178,669+370.5%Added
Marshall Wace North America L.P.223,145$10.3M0.04%−580,891−72.2%Reduced
Janus Henderson Group PLC216,509$9.98M0.00%+216,509New
Balyasny Asset Management LLC213,613$9.85M0.05%+213,613New
Two Sigma Investments, LP206,500$9.52M0.03%+73,576+55.4%Added
Gabelli Funds LLC193,561$8.92M0.06%+60,516+45.5%Added
Wells Fargo & Company189,054$8.71M0.00%+47,728+33.8%Added
Centiva Capital, LP188,888$8.71M0.68%+188,888New
Renaissance Capital LLC183,334$8.45M1.34%−38,852−17.5%Reduced
New York State Common Retirement Fund178,700$8.24M0.01%−5,860−3.2%Reduced
Alberta Investment Management Corp174,000$8.02M0.07%+174,000New
Gardner Lewis Asset Management L P171,234$7.89M1.30%+171,234New
Crabel Capital Management, LLC161,812$7.46M1.53%+161,812New
Vestcor Inc159,856$7.37M0.25%+159,856New
Public Employees Retirement System of Ohio158,676$7.31M0.03%+73,202+85.6%Added
TD Asset Management Inc156,614$7.22M0.01%−352,059−69.2%Reduced
Rhumbline Advisers154,189$7.11M0.01%−6,255−3.9%Reduced
State Board of Administration of Florida Retirement System153,960$7.10M0.01%+225+0.1%Added
Prelude Capital Management, LLC149,611$6.90M0.38%+149,611New
Public Sector Pension Investment Board144,000$6.64M0.04%+144,000New
Alpine Global Management, LLC135,000$6.22M0.85%+135,000New
Andra AP-fonden131,500$6.06M0.12%+87,800+200.9%Added
Citadel Advisors LLC129,736$5.98M0.01%+129,736New